Investment Consultant, Specialist

Archer; Charlotte (NC); Hybrid; USD 120,000 - 180,000; Full time

Job summary

Archer partners with Vanguard to identify and place a senior transition consultant who bridges investment strategy and implementation. You will advise on asset allocation, conduct investment reviews, and coordinate cross-functional efforts to deliver tailored client solutions.

The role emphasizes market insight, risk management, and collaboration with internal teams to enhance Vanguard's transition consulting capabilities and client outcomes.

Qualifications

• Five years experience in the Financial Services industry or client services preferred.
• Undergraduate degree or equivalent combination of training and experience. Graduate degree preferred.
• CFA or CFP preferred.
• This job requires a regulatory license and/or registration (e.g. FINRA, state, SFC). These will be determined by Compliance based on role-specific duties.

Responsibilities

• Advises clients on asset allocation, portfolio construction, and fund selection decisions. Consults with clients to develop or adapt investment policy statements.
• Conducts investment reviews and shares findings and recommendations with clients and related governing bodies.
• Collaborates with internal partners to develop and deliver targeted client strategies, ensure a cohesive client experience, and maximize adoption and effective application of Vanguard services.
• Maintains an in-depth understanding of the investment industry and client industries, market conditions and competition, and compliance, regulatory, and departmental policies and procedures. Serves as a go-to investment resource for internal partners.
• Leads initiatives that enhance Vanguard's transition consulting capabilities, operating infrastructure, and client offering.
• Manages cross-functional projects that improve processes, tools, scalability, risk management, and client outcomes.
• May serve as a mentor, role model, and technical resource for more junior crew members.
• Participates in special projects and performs other duties as assigned.

Skills

Client advisory

Portfolio analysis

Stakeholder collaboration

Risk awareness

Education

Undergraduate degree or equivalent

Graduate degree preferred

Tools

Regulatory licensing knowledge

Job description

Archer is collaborating with Vanguard to connect them with exceptional professionals for this role.

As a trusted partner to clients, consultants, and internal stakeholders, the specialist evaluates portfolio impacts, identifies risks, and develops solutions for complex asset movement and portfolio restructuring events. By activating internal and external stakeholders across the investment ecosystem, the role helps ensure investment objectives are achieved through disciplined execution, operational excellence, and effective risk management.

The specialist serves as a critical link between investment strategy and implementation, delivering the expertise, coordination, and execution leadership required to achieve client objectives while continuously advancing Vanguard's transition consulting capabilities, operating infrastructure, and differentiated client offering.

The role also acts as a go-to investment resource for internal partners, providing portfolio analysis, market insights, competitive intelligence and implementation guidance, while contributing to the evolution of Vanguard's transition consulting capabilities and mentoring junior crew members to strengthen investment expertise.

Core Responsibilities

• Advises clients on asset allocation, portfolio construction, and fund selection decisions. Consults with clients to develop or adapt investment policy statements.


• Conducts investment reviews and shares findings and recommendations with clients and related governing bodies.


• Collaborates with internal partners to develop and deliver targeted client strategies, ensure a cohesive client experience, and maximize adoption and effective application of Vanguard services.


• Maintains an in-depth understanding of the investment industry and client industries, market conditions and competition, and compliance, regulatory, and departmental policies and procedures. Serves as a go-to investment resource for internal partners.


• Leads initiatives that enhance Vanguard's transition consulting capabilities, operating infrastructure, and client offering.


• Manages cross-functional projects that improve processes, tools, scalability, risk management, and client outcomes.


• May serve as a mentor, role model, and technical resource for more junior crew members.


• Participates in special projects and performs other duties as assigned.

Qualifications

• Five years experience in the Financial Services industry or client services preferred.


• Undergraduate degree or equivalent combination of training and experience. Graduate degree preferred.


• CFA or CFP preferred.


• This job requires a regulatory license and/or registration (e.g. FINRA, state, SFC). These will be determined by Compliance based on role-specific duties.

Sponsorship

Vanguard is not offering visa sponsorship for this position.

About Vanguard

At Vanguard, we don't just have a mission—we're on a mission.

To work for the long-term financial wellbeing of our clients.

To lead through product and services that transform our clients' lives.

To learn and develop our skills as individuals and as a team.

From Malvern to Melbourne, our mission drives us forward and inspires us to be our best.

How We Work

Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.